Reporting
The same numbers we look at, whenever you want them.
One view across ads, organic, automation, calls, and CRM. Your executive director, your CFO, and your regional all see the same data at the same time, and nobody waits until Friday for a slide deck.
- $30M+ Ad spend managed
- 100+ Communities served
- +47% Avg 90-day tour lift
- 28× Peak ROAS
The leak
Three reasons this is underperforming.
Agency reporting usually arrives monthly, in a deck, framed to look good. By the time a problem is visible it has been running for six weeks. Meanwhile the numbers in the deck do not reconcile with the numbers in the CRM, and nobody can say which is right.
- 01
Reporting arrives monthly, in a deck, framed to look good.
- 02
Agency numbers do not reconcile with CRM numbers and nobody can say which is right.
- 03
By the time a problem is visible in a slide, it has been running for six weeks.
End to end
How we run it.
One reporting layer for every channel
Paid, organic, automation, calls, and CRM feed the same dashboard, so there is one version of cost per move-in rather than one per vendor.
Operator metrics, not vanity metrics
Cost per move-in, cost per qualified applicant, tour requests, and ROAS. Impressions and engagement are available but they are not the headline.
Per-community and portfolio views
Roll up for the regional, drill down for the executive director. Same data, different altitude.
Access for your whole team
No per-seat games. If someone at your organisation needs the number, they get a login.
What you get
- Dashboard build across all connected channels
- CRM integration and conversion mapping
- Call tracking with recordings and scoring
- Per-community and portfolio roll-up views
- Unlimited logins for your team
- Monthly review against the plan
The stack
What we actually run this on.
Named, not hidden behind "proprietary technology". These are the tools, they are set up in your name, and you keep them.
Generalist agencies vs. Inertia
The difference is the starting line.
A generalist agency
- Learns senior living on your budget
- One account for every community
- Reports on impressions and engagement
- Percentage of media spend
- Annual contract, then a renewal conversation
Inertia
- Knows IL, AL, MC, and CCRC dynamics on day one
- Campaign per community, budgeted to occupancy
- Reports on cost per move-in and cost per hire
- Flat monthly fee
- 90-day initial period, no long-term lock-in
Operator FAQ
The questions we actually get asked.
Do we keep access if we leave?
The accounts and the data are yours. Ad accounts, analytics, tag manager, and call tracking are all set up under your ownership, not ours.
How current is the data?
Ad and analytics data refresh daily. CRM-sourced move-in data refreshes on whatever cadence your system allows, typically daily.
Can we get the numbers into our own BI tool?
Yes. The underlying connections can export to a warehouse if you already run Power BI, Looker, or similar.
Pairs well with
Marketing Automation
Senior living has one of the longest and most emotional sales cycles in any industry. Trigger-based sequences keep you present through months of deliberation, and reactivate the inquiries your sales team stopped calling.
Google & Meta Ads
We have placed more than $30M in senior living ad spend across 100+ communities. Search, Display, YouTube, and Meta, structured around the way families actually shop for care and built at the community level, because a 40-unit memory care building and a 200-unit CCRC do not share a keyword list, a budget, or a buyer.
Reputation & Local Listings
Families compare four or five communities before contacting any of them, and they do it by reading reviews. Active review generation, fast responses, and clean listings across Google, Yelp, and Caring.com are what get you onto the list.
Get a free audit
Ready to see your numbers?
Tell us about your community. We'll pull your current paid, organic, and reputation data and walk you through what we'd change in the first 90 days. No deck. No sales pitch. Just numbers.
Request a free audit
Four questions. One business day.